Finance Operations & Bookkeeping Lead

About the Role

We are a fast-growing logistics and commerce company operating across multiple business models, including dropshipping, freight forwarding, 3PL, and shipping label services. We are hiring a Finance Operations & Bookkeeping Lead to own the day-to-day integrity of our books and finance support processes.

This role is not a tax role and not a pure strategy role. We need a hands-on operator who is strong in detailed, repeatable accounting work, documentation, bookkeeping discipline, and billing support.

The right candidate will help us build a finance function that is clean, transparent, and scalable, so executives, partners, and future investors can trace numbers back to real source documents quickly and confidently.

What You Will Own

• Maintain clean and accurate books in QuickBooks Online
• Record and classify transactions across multiple business lines
• Prepare AP request packets with proper support documents for management approval
• Maintain vendor and customer finance records and supporting files
• Work with external accounting/tax firm on AR support, AP reconciliation support, monthly close support, and tax schedules
• Respond to client billing questions and resolve invoice-related discrepancies
• Maintain audit-ready backup for booked transactions, journal entries, and adjustments
• Prepare weekly finance status updates and open-item trackers
• Support month-end close and management reporting
• Help build scalable finance SOPs, document flows, and reporting standards
• Over time, help train and lead future finance support staff in China

What You Will Not Own

• Final tax filing ownership
• Final AR ownership
• Final AP approval authority
• Cash disbursement approval
• High-level advisory-only work without execution

Required Qualifications

• 3+ years of bookkeeping, accounting operations, or accounting support experience
• Strong QuickBooks Online experience
• Strong Excel / Google Sheets skills
• Experience maintaining clean documentation and source backup for transactions
• Ability to handle detailed, repetitive work accurately and consistently
• Strong follow-up habits and written communication
• Comfortable working in a fast-moving founder-led company
• Able to organize books across multiple vendors, customer types, and service lines
• Able to explain billing details clearly to internal teams and clients

Preferred Qualifications

• Experience in logistics, freight forwarding, 3PL, e-commerce, or multi-vendor service businesses
• Experience supporting U.S. companies with external CPA/accounting firms
• Experience building SOPs and close checklists
• Experience managing or training junior finance staff
• English fluency required
• Mandarin preferred, not required

Key Success Metrics

In this role, success will be measured by:

• Month-end close support completed on time
• Accuracy and cleanliness of bookkeeping
• Percentage of transactions with complete supporting documentation
• Speed and quality of billing issue resolution
• Timeliness of weekly finance updates
• Reduction in unresolved finance exceptions
• Ease of tracing booked amounts to source documents
• Reduced founder/executive follow-up required on finance tasks

Work Style We Need

• Detail-oriented
• Process-driven
• Reliable
• Responsive
• Comfortable with repetitive execution
• Strong ownership mindset
• Able to escalate issues early instead of waiting

Important Note

This role is ideal for someone who likes building clean books, solving finance operations problems, and creating order from complexity. It is not the right fit for someone who only wants to work on high-level strategy without hands-on execution.

Pay: $50,548.11 - $60,875.14 per year

Application Question(s):

• When recording transactions, how do you ensure that every entry can be traced back to the original supporting document?
• Have you used AI tools (such as ChatGPT, Claude, Copilot, etc.) to improve your work efficiency?

Please briefly describe how you use or would use AI in accounting or bookkeeping tasks.

• Have you worked in a company that deals with many vendors or multiple business lines (such as logistics, e-commerce, or service businesses)?
• This role may involve remote work and independent task management.

How do you organize your work to ensure deadlines and reporting are always met?

• Describe the most complex bookkeeping structure you have managed.

For example multiple vendors, multiple revenue streams, or multiple business units.

Experience:

• QuickBooks Online: 1 year (Required)

Work Location: In person